Ian Bloom
CFP
®,
RLP
®
Certified Financial Planner
About
Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.
In the press
The Financial Planning Association podcast, "The Quest for Purpose-First Planning"
LifeBlood podcast, "Intention and Money with Ian Bloom"
Michigan State Wealth Management podcast, "Ian Bloom"
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Ian
Life insurance for firefighters & first responders
Updated | 8 min read
Firefighters and first responders can pay as little as $30 to $40 per month for life insurance. Wildfire firefighters may be subject to extra fees.
Private flood insurance vs. NFIP: What's the difference?
Updated | 4 min read
NFIP flood insurance is backed by the federal government, whereas private flood insurance isn't federally backed but often comes with higher coverage limits and broader protection for personal belongings.
What is the cash surrender value of life insurance?
Updated | 3 min read
Cash surrender value is the amount of money you get when you cancel a permanent life insurance policy.
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